Local 99, Health & Welfare Fund — Form 5500 plan (Health & Welfare Committee Of The Local 99, Health & Welfare Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Local 99, Health & Welfare Fund is a benefit plan reported by Health & Welfare Committee Of The Local 99, Health & Welfare Fund under EIN 30-0217152 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,977 participants and $31,244,955 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Health & Welfare Committee Of The Local 99, Health & Welfare Fund
- EIN
- 30-0217152
- Plan number
- 501
- Plan type
- 1
- Location
- Newark, NJ
- Latest filing year
- 2023
- Participants
- 1,977
- End-of-year plan assets
- $31,244,955
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,977 | H, C | 20241015122444NAL0029617313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,244,955
- Total liabilities (EOY)
- $334,691
- Net assets (EOY)
- $30,910,264
- Net assets (BOY)
- $27,758,733
Income & contributions
- Employer contributions
- $21,861,806
- Participant contributions
- $2,532,616
- Total contributions
- $24,394,422
- Total income / additions
- $26,862,799
Expenses & distributions
- Benefits paid
- $20,791,147
- Administrative expenses
- $2,920,121
- Total expenses
- $23,711,268
- Net increase / (decrease)
- $3,151,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Laundry Dist Foodsvcs Jb Wkr United | EMPLOYEE ORGANIZATION | $1,199,624 | not reported in the loaded dataset | 2023 |
| Anthem Blue Cross Blue Shield | not reported in the loaded dataset | $538,806 | not reported in the loaded dataset | 2023 |
| Alicare Inc | not reported in the loaded dataset | $524,845 | not reported in the loaded dataset | 2023 |
| Benecard | not reported in the loaded dataset | $171,487 | not reported in the loaded dataset | 2023 |
| Alicare Medical Management Inc | not reported in the loaded dataset | $152,933 | not reported in the loaded dataset | 2023 |
| Sax Llp | not reported in the loaded dataset | $107,500 | not reported in the loaded dataset | 2023 |
| Amalgamated Bank | not reported in the loaded dataset | $69,775 | $0 | 2023 |
| Livongo Health Inc | not reported in the loaded dataset | $46,257 | not reported in the loaded dataset | 2023 |
| Sele-Dent Inc | not reported in the loaded dataset | $38,367 | not reported in the loaded dataset | 2023 |
| Barnes, Iaccarino & Shepherd Llp | not reported in the loaded dataset | $25,440 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services, Inc | not reported in the loaded dataset | $21,964 | not reported in the loaded dataset | 2023 |
| Andco Consulting LLC | not reported in the loaded dataset | $16,133 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Health & Welfare Committee Of The Local 99, Health & Welfare Fund
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Newark, NJ
- Laundry Dist Foodsvcs Jb Wkr United — Schedule C compensation
- Anthem Blue Cross Blue Shield — Schedule C compensation
- Alicare Inc — Schedule C compensation
- Benecard — Schedule C compensation
- Alicare Medical Management Inc — Schedule C compensation
- Sax Llp — Schedule C compensation
- Amalgamated Bank — Schedule C compensation
- Livongo Health Inc — Schedule C compensation
- Sele-Dent Inc — Schedule C compensation
- Barnes, Iaccarino & Shepherd Llp — Schedule C compensation
- Alliant Insurance Services, Inc — Schedule C compensation
- Andco Consulting LLC — Schedule C compensation